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Southern Company
SO

Overview Fund Activity

1,829 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 710 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+128
Holders Change %
+7.52%
% of All Funds
26.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
710
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.48B
3
Capital International Investors
3
Capital International Investors
California
$1.15B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$111M
5
Barclays
5
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
5
Zimmer Partners
New York
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
501
Brown Advisory
Maryland
$2.56M +$352K +5,018 +16%
OIA
502
OneDigital Investment Advisors
Kansas
$2.55M +$186K +2,651 +8%
MMHP
503
Murphy Middleton Hinkle & Parker
Georgia
$2.55M -$162K -2,307 -6%
ECM
504
Everence Capital Management
Indiana
$2.53M – – –
B
505
Bailard
California
$2.53M -$33.7K -481 -1%
QIM
506
Quantitative Investment Management
Virginia
$2.53M +$2.53M +36,026 New
PCMF
507
Private Capital Management (Florida)
Florida
$2.49M +$1.96M +28,000 +369%
EFS
508
Essex Financial Services
Connecticut
$2.49M -$35.6K -508 -1%
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$2.48M -$3.51K -50 -0.1%
AMBIA
510
Allen Mooney & Barnes Investment Advisors
Georgia
$2.47M +$100K +1,431 +4%
CC
511
Courier Capital
New York
$2.46M +$69K +984 +3%
DE
512
Day & Ennis
Georgia
$2.44M +$3.02K +43 +0.1%
NMIMC
513
Northwestern Mutual Investment Management Company
Wisconsin
$2.42M +$7.01K +100 +0.3%
CLOS
514
Compagnie Lombard Odier SCmA
Switzerland
$2.42M +$2.42M +34,500 New
NHC
515
Nicholas Hoffman & Company
Georgia
$2.4M +$46.7K +666 +2%
GVAG
516
Great Valley Advisor Group
Delaware
$2.38M +$548K +7,818 +30%
RIL
517
Rothschild Investment LLC
Illinois
$2.37M -$309K -4,404 -12%
KIA
518
KCM Investment Advisors
California
$2.32M -$105K -1,500 -4%
USAA
519
United Services Automobile Association
Texas
$2.31M +$61.1K +872 +3%
JIC
520
Johnson Investment Counsel
Ohio
$2.3M +$55.8K +796 +2%
HKIM
521
Hayek Kallen Investment Management
Alabama
$2.29M -$29.4K -420 -1%
AIA
522
Armor Investment Advisors
North Carolina
$2.29M -$210K -3,001 -8%
LS
523
Leelyn Smith
Illinois
$2.29M -$122K -1,746 -5%
VRM
524
Vectors Research Management
New York
$2.29M -$22.4K -320 -1%
HFM
525
Hartford Financial Management
Connecticut
$2.28M – – –
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